Universal Banking Specialist II

Job Description

Job Description

Job Title : Universal Banking Specialist II

Department : Aspen Retail Sales

Status : Non-Exempt

Salary Range : $55,000 - $72,000

(Aspen's branch of Timberline Bank is hiring to fill one Universal Banking position. Although two job listings are live, the difference is based upon experience and previous banking knowledge.)

Position Summary

The Universal Banker II is a full-time, non-exempt position that builds upon the skills and responsibilities of the Universal Banker

I. This role combines new account management and teller functions with advanced responsibilities, offering a step up incomplexity and scope. The Universal Banker II is expected to handle a broader range of banking services, including more intricate business solutions and cash management products, while continuing to deliver exceptional customer service and maintain strong team collaboration.

Essential Duties and Responsibilities

This position requires proficiency in all duties and responsibilities of the Universal Banker I. As a next-tier role, it involves enhanced responsibilities, including :

• Provide quality customer service promptly and courteously at all times.
• Determine customers' needs, offer solutions to meet those needs, and engage in ongoing problem-solving.
• Maintain complete confidentiality regarding sensitive customer and proprietary information.
• Assist with customer service-related issues and resolve problems in a timely manner.
• Proficient in diagnosing and troubleshooting technical issues in person, over the phone and via email in an efficient, timely, and professional manner.
• Primary on opening all “walk in” business deposit accounts and assist customers with queries concerning bank services.
• Secondary on opening all “walk in” personal deposit accounts and assist customers with queries concerning bank services.
• Possess a thorough knowledge of complex business customer solutions, including Direct Deposits, Business Online Banking, Mobile Banking, Remote Deposit Capture and Installation, Domestic and International Wire Transfers, Online Wires, Online ACH, and the ability to troubleshoot issues and teach customers how to effectively utilize these products and services.
• Promote non-interest income products including merchant services, credit cards, and more.
• The Universal Banking Specialist II works with the Assistant Retail Banking Manager to identify, analyze, and offer cash management products and services to established business customers and targeted prospective corporate clients :

Travel to client’s place of business to provide equipment and software installation, including training, education, and troubleshooting when necessary and in accordance with all Timberline Bank Policies.

Required Knowledge and Expertise

Why Timberline?

At Timberline Bank, we're more than just a local bank—we're a vibrant community dedicated to exceptional service. Our motto, "Better, Faster, Easier—Always," reflects our commitment to delivering excellence with a personal touch. As a locally owned institution, we take pride in treating each customer as an individual, not just an account number.

At Timberline Bank, our culture revolves around empowering our team from within, as seen in our commitment to internal promotions and our tiered departments that offer room for growth. We are a community-focused bank that actively reinvests in local initiatives, demonstrating our dedication to the areas we serve. As trusted advisors, we aim to teach our customers the rule book of banking, helping them achieve their financial goals and guiding them on how to reach their targets. We believe in enjoying our work and celebrating success together, whether through internal events, recognizing milestones, or participating in our sports and book clubs. At Timberline Bank, you'll find a workplace that values personal growth, community involvement, and a collaborative spirit.

What We Offer :

Equal Employer Opportunity Statement

Timberline Bank prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. All job requirements in the job description provided indicate the minimum level of knowledge, skills, and / or abilities deemed necessary to perform the job competently. Job descriptions are an overview of the duties, responsibilities, and requirements of the position. Employees may be required to perform other job-related assignments as requested. OUR COMPANY ADHERES TO A POLICY OF EMPLOYMENT AT-WILL, WHICH ALLOWS EITHER PARTY TO TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE.